Senior Relationship Manager - Wealth Advisory (Remote)

Charles Schwab; San Francisco (CA); Hybrid; USD 106,500 - 146,500; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off & sabbatical after 5 yrs

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab Advisor Services, the industry leader for independent fee-based investment advisors, seeks a Relationship Manager in the Greater San Francisco Bay region. You will coordinate with Service and partners to support advisor education and adoption of Wealth Management Services, while expanding growth and retention.

This role offers remote work with significant travel within the territory and requires FINRA licenses.

Qualifications

• Active FINRA Series 7 and Series 63 licenses required.
• Bachelor’s degree or equivalent professional experience.
• 5–7 years of financial services experience demonstrating results-driven relationship management.

Responsibilities

• Manage complex client relationships with top-tier advisors and pursue growth and retention.
• Coordinate with Service and other business partners to anticipate client needs and resolve issues.
• Present policy changes, negotiate pricing, conduct business reviews, and organize client events.
• Develop and maintain meaningful relationships as the main point of contact for assigned clients.
• Represent Schwab’s brand and values to clients and internal stakeholders.

Skills

FINRA Series 7 & 63 licenses

Relationship management

Financial services experience

Education

Bachelor’s degree or equivalent professional experience

Job description

Schwab Advisor Services, the industry leader for independent fee-based investment advisors, seeks a Relationship Manager in the Greater San Francisco Bay region. You will coordinate with Service and partners to support advisor education and adoption of Wealth Management Services, while expanding growth and retention.

This role offers remote work with significant travel within the territory and requires FINRA licenses.